Send final Thank You comm
Purpose
Thank participants for their time + give them a broad overview of solution topics covered.
Responsible Party
Data Analyst
Interdependencies
After the final deliverable goes into making and the Solution defining meeting has occurred.
Directions
- The Data Analyst uses the template email language and updates with project specifics (organization name, purpose of the project, dates, Calendly links, etc.)
- Data Analyst sends email text to the Project Lead for edits/approval.
- Make necessary edits.
- Data Analyst sends to Ops Logistics Manager to forward to client liaison for approval.
- If there is liaison feedback, Data Analyst makes necessary edits.
- Send email with Mailmerge
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